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FSC Wealth Advisors’s Eaton Vance Floating-Rate ETF EVLN Stock Holding History

FSC Wealth Advisors’s Portfolio EVLN Stock Details EVLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,204
Closed -$557K – 74
2025
Q3 		$557K Buy
11,204
+1,489
+15% +$74.4K 0.32% 42
2025
Q2 		$484K Sell
9,715
-291
-3% -$14.4K 0.31% 43
2025
Q1 		$495K Buy
10,006
+3,347
+50% +$168K 0.32% 43
2024
Q4 		$335K Buy
6,659
+434
+7% +$21.9K 0.22% 57
2024
Q3 		$312K Buy
+6,225
New +$313K 0.22% 57

Other funds holding EVLN

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

FSC Wealth Advisors's EVLN Position: Q4 2025 in Review

FSC Wealth Advisors sold out of Eaton Vance Floating-Rate ETF (EVLN) in Q4 2025, closing a stake of 11,204 shares — an estimated $557K sold.

FSC Wealth Advisors first reported a position in EVLN in Q3 2024 and held it in 5 quarters. The position peaked at $557K in Q3 2025. 48 funds tracked by Wall St. Rank hold EVLN as of Q4 2025.

  • FSC Wealth Advisors reported no remaining Eaton Vance Floating-Rate ETF position as of Q4 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 11,204 Eaton Vance Floating-Rate ETF shares in Q4 2025, an estimated $557K.
  • FSC Wealth Advisors first reported a position in Eaton Vance Floating-Rate ETF in Q3 2024 and held it in 5 quarters.
  • FSC Wealth Advisors's Eaton Vance Floating-Rate ETF position peaked at $557K in Q3 2025.
  • 48 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q4 2025.

Based on FSC Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.